Latest Institutional Purchases of Ishares Russell2000 Val ETF (IWN)
This list provides information on the latest institutional transactions involving Ishares Russell2000 Val ETF (IWN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
49New |
$7.7K - $8.77K
|
49
$8.56K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
49+ 2.87% |
$7.7K - $8.77K
|
1.76K
$307K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
47+ 12.53% |
$7.38K - $8.41K
|
422
$73.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
47+ 2.82% |
$7.38K - $8.41K
|
1.71K
$299K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 0.4% |
$7.38K - $8.41K
|
11.8K
$2.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
45+ 0.32% |
$7.07K - $8.05K
|
14K
$2.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$6.91K - $7.87K
|
44
$7.69K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
43New |
$6.76K - $7.69K
|
43
$7.51K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
42+ 1.26% |
$6.6K - $7.52K
|
3.38K
$590K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
39New |
$6.13K - $6.98K
|
39
$6.81K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.07% |
$5.81K - $6.62K
|
3.5K
$610K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37New |
$5.81K - $6.62K
|
37
$6.46K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
36+ 0.29% |
$5.66K - $6.44K
|
12.3K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 1.43% |
$5.03K - $5.73K
|
2.27K
$396K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32+ 1.54% |
$5.03K - $5.73K
|
2.11K
$368K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
31+ 3.47% |
$4.87K - $5.55K
|
925
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
31+ 0.95% |
$4.87K - $5.55K
|
3.31K
$577K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30+ 81.08% |
$4.71K - $5.37K
|
67
$11.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 81.08% |
$4.71K - $5.37K
|
67
$11.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.8% |
$4.4K - $5.01K
|
3.53K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
27+ 0.15% |
$4.24K - $4.83K
|
17.9K
$3.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
26+ 0.4% |
$4.08K - $4.65K
|
6.51K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
26+ 0.87% |
$4.08K - $4.65K
|
3.03K
$529K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.61% |
$3.61K - $4.12K
|
3.78K
$660K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
22New |
$3.46K - $3.94K
|
22
$3.84K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
22+ 2.35% |
$3.46K - $3.94K
|
960
$168K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 0.12% |
$3.46K - $3.94K
|
17.7K
$3.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
22+ 0.18% |
$3.46K - $3.94K
|
12.2K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
20+ 0.43% |
$3.14K - $3.58K
|
4.69K
$819K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.45% |
$2.67K - $3.04K
|
3.76K
$656K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
15+ 0.03% |
$2.36K - $2.68K
|
53K
$9.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
BUY
|
- |
14+ 0.47% |
$2.2K - $2.51K
|
2.98K
$520K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14+ 0.91% |
$2.2K - $2.51K
|
1.56K
$272K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
14+ 0.47% |
$2.2K - $2.51K
|
3K
$523K
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
14+ 0.89% |
$2.2K - $2.51K
|
1.59K
$277K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13+ 0.39% |
$2.04K - $2.33K
|
3.37K
$588K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13+ 0.53% |
$2.04K - $2.33K
|
2.47K
$432K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13+ 0.46% |
$2.04K - $2.33K
|
2.86K
$500K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.42% |
$2.04K - $2.33K
|
3.11K
$544K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 0.85% |
$2.04K - $2.33K
|
1.55K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
12+ 0.4% |
$1.89K - $2.15K
|
2.99K
$522K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 8.28% |
$1.89K - $2.15K
|
157
$27.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
11+ 0.46% |
$1.73K - $1.97K
|
2.41K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.45% |
$1.73K - $1.97K
|
2.46K
$429K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.73K - $1.97K
|
2.81K
$490K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.44% |
$1.57K - $1.79K
|
2.29K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.19% |
$1.57K - $1.79K
|
5.34K
$932K
|
|
|
Nov 06, 2025
Q3 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
10+ 0.28% |
$1.57K - $1.79K
|
3.6K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
10+ 0.24% |
$1.57K - $1.79K
|
4.16K
$727K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
10+ 0.47% |
$1.57K - $1.79K
|
2.13K
$371K
|
|